Engagement
Closing pack readiness check
A structured pass over reconciliations, variance narratives, and PBC lists before you hand them to the audit team.
Who this is for
Finance teams that already close on time but still face heavy prepared-by-client (PBC) churn once auditors begin sampling. Ideal when last year’s fieldwork left a long trail of follow-up questions on the same accounts.
Scope
We review your reconciliation binders, roll-forward schedules, and draft variance explanations against the PBC list the external firm has (or will) issue. AI-assisted anomaly detection highlights balances that look inconsistent with prior-year patterns or peer accounts inside the same pack.
Included
- Mapping of your closing pack to expected audit request categories
- Spot checks on bank, AR, AP, inventory, and payroll reconciliations you nominate
- Flag list of weak narratives and missing tie-outs
- Short remediation checklist for your close team
Excluded
- Preparing the reconciliations on your behalf for every account
- Negotiating scope with your external auditor
Timeline and next step
Most readiness checks complete in five to ten business days once files arrive. Tell us your closing month so we can hold capacity near your fieldwork start.